CFN Research Team

Our partnership with Commonwealth Financial Network^®, a leading independent broker/dealer, provides us access to a team of investment research specialists who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization. Learn more about the Commonwealth team below.

Brad McMillan, CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer

Brian Price, CFA®

Senior Vice President, Investment Management and Research

Peter Essele, CFA®, CAIA, CFP®

Vice President, Investment Management and Research

Chad LaFauci, CFA®, CAIA

Vice President, Alternative Investments

Jim McAllister, CFA®

Director, Equity Research

Nicholas Follett

Research Analyst, Fixed Income

Brian McCormick, CIMA®

Senior Investment Research Analyst

Fred DeBaets

Portfolio Manager, Investment Management and Research

Chris Fasciano

Portfolio Manager, Investment Management and Research

Anuradha Gaggar, CFA®

Senior Research Analyst, Equity

Andrew Kitchings, CAIA, ERP

Portfolio Manager, Investment Management and Research

Robert Kane, CAIA

Research Analyst, Alternatives

Nathan Parker, CFA®, CAIA

Research Analyst, Real Assets

Chris Stuart, CFA®

Senior Research Analyst, Equity

Michael Comiskey, CAIA

Research Analyst, Alternatives

Eduardo Ciuffo

Research Analyst, Real Assets

Sam Millette

Research Associate, Fixed Income

Thomas Ryan

Research Analyst, Equity

Rob Swanke, CFA®

Research Analyst, Fixed Income

Peter Roberto

Research Analyst, Fixed Income

Tom Scarlata

Investment Management and Research

Upcoming Events

Dynasty Advisors is a proud supporter of the Mercer Museum and co-sponsor of "The DOAN GANG: Outlaws of the Revolution" Exhibit, available now - December 2026 to visit. We would like to invite you, your family, and friends to enjoy this exhibit. We know that you will fall in love exploring the full Mercer Museum, located at 84 S Pine Street, in charming downtown Doylestown, PA . The Mercer Museum is located across the street from Bud James' Dynasty Advisors office on Green Street. Bud's love for photography is fueled by his stunning view and appreciation of history. Bud has also been a longtime member of the "rainmakers" club, which gives him the opportunity to visit the museum as often as he likes. He has been invited to spend time photographing rooms in the museum, which is an honor and a photographer's dream! Click on the event topic to read more details and how to reserve your complimentary tickets!
September 10, 2024 - December 31, 2026
9:00a - 5:00p

LUNCH & LEARN: WASHINGTON POLICY UPATE AND PLANNING CONSIDERATIONS - Don't miss this webinar and share this webinar! Join the Dynasty Team and Guest Speakers Taylor Topousis, Market Strategist for the Franklin Templeton Institute and Grace Bumpus, Senior Wealth Planning Specialist, Franklin Templeton for this informative discussion. It all starts with a conversation... And Leads to a Plan. CLICK on the left title to see more information about the webinar. Thank you! This is just one of many, and our goal is to educate you on different facets of a portfolio on a monthly basis! If you are new to our webinars, or using Zoom Webinar and need help getting started, include that information in the message area when registering and you will contacted for assistance.
October 29, 2024

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